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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $62,242 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC. CPA Service code 10 · EIN 47-1793720 | Accounting | $49,771 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 27 · EIN 34-1542819 | Advisory (Plan) | $42,774 |
Service code 15 · EIN 16-0776158 | Recordkeeping | $33,230 |
MOCKENHAUPT BENEFITS GROUP6 years Service code 11 · EIN 25-1778001 | Actuarial | $25,000 |
BAIRD FUNDS2 years Filed as: ROBERT R. RADEL Service code 29 174 FRANKLIN STREET · BUFFALO, NY 142023618 | Legal | $9,450 |
JBM COMPUTER CONSULTANTS7+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $6,138 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -6.56% | -6.78%+0.2pp | -5.84%-0.7pp | 39.77%-46.3pp |
| Employer contribution / active EE | $29,593 | $13,335+121.9% | $31,839-7.1% | $19,959+48.3% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |